We explore real assets – as protection for your portfolio in an inflationary environment, and how these assets can fit into your portfolio more generally. For any comments, questions or feedback please email mark.lamonica1@morningstar.com Additional resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/investing-compass-resources/214638 Audio Producer and mixer: William Ton – www.willton.me Hosted on Acast. See acast.com/privacy for more informat...
Oct 30, 2021•30 min•Season 2Ep. 46
A listener requested episode, we look at where unlisted or non-traditional assets might fit into your asset allocation. For any comments, questions or feedback please email mark.lamonica1@morningstar.com Additional resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/investing-compass-resources/214638 Audio Producer and mixer: William Ton – www.willton.me Hosted on Acast. See acast.com/privacy for more information....
Oct 23, 2021•40 min•Season 2Ep. 45
Admitting you have a problem is the first step in solving it. We have a problem with two-part episodes. This two-parter is a listener requested episode on Superannuation. For any comments, questions or feedback please email mark.lamonica1@morningstar.com Additional resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/investing-compass-resources/214638 Audio Producer and mixer: William Ton – www.willton.me Hosted on Acast. See acast.com/privacy f...
Oct 15, 2021•40 min•Season 2Ep. 44
Admitting you have a problem is the first step in solving it. We have a problem with two-part episodes. This two-parter is a listener requested episode on Superannuation. For any comments, questions or feedback please email mark.lamonica1@morningstar.com Additional resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/investing-compass-resources/214638 Audio Producer and mixer: William Ton – www.willton.me Hosted on Acast. See acast.com/privacy f...
Oct 09, 2021•29 min•Season 2Ep. 43
Our second episode taking stock of fund managers and their top picks looks at some of Australia's biggest funds by size. We take a look at Orbis Global Equity Fund, Platinum International and T Rowe Price Global Equity. We stack them up against our Morningstar analysts, and see if they agree with where these managers have taken their biggest bets. We also check in on our original trio and their top holdings - Ark's Cathie Wood, Magellan's Hamish Douglass, and Morningstar's Australian Fund Manage...
Oct 02, 2021•27 min•Season 2Ep. 42
All about the Benjamins? Yeah, nah. Dame Nellie Melba graces the front of our $100 note, and was known as a stellar operatic soprano. In this episode, we belt out the case for cash at different stages of your investing journey. For any comments, questions or feedback please email mark.lamonica1@morningstar.com Additional resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/investing-compass-resources/214638 Audio Producer and mixer: William Ton ...
Sep 25, 2021•30 min•Season 2Ep. 41
The second part of our series. We take a deep dive on ETFs and explore what drives performance for these ever increasing vehicles. For any comments, questions or feedback please email mark.lamonica1@morningstar.com Additional resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/investing-compass-resources/214638 Audio Producer and mixer: William Ton – www.willton.me Hosted on Acast. See acast.com/privacy for more information....
Sep 18, 2021•22 min•Season 2Ep. 40
We take a deep dive on ETFs and explore what drives performance for these ever increasing vehicles. For any comments, questions or feedback please email mark.lamonica1@morningstar.com Additional resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/investing-compass-resources/214638 Audio Producer and mixer: William Ton – www.willton.me Hosted on Acast. See acast.com/privacy for more information....
Sep 11, 2021•32 min•Season 2Ep. 39
In our first book review, we look at key lessons that we've pulled from William Thorndike's The Outsiders: Eight Unconventional CEOs and Their Radically Rational Blueprint for Success. For any comments, questions or feedback please email mark.lamonica1@morningstar.com Additional resources from our episodes are available via our website: https://www.morningstar.com.au/credit/article/invetingcompass/214638 Please follow us on Instagram: @morningstarinvestorau Audio Producer and mixer: William Ton ...
Sep 04, 2021•21 min•Season 2Ep. 38
The third part of the series on how to pick shares covers finding a share that is right for you. Additional resources from our episodes are available via our website: https://www.morningstar.com.au/credit/article/invetingcompass/214638 Please follow us on Instagram: @morningstarinvestorau For any questions, comments or feedback please email mark.lamonica1@morningstar.com Audio Producer and mixer: William Ton – www.willton.me Hosted on Acast. See acast.com/privacy for more information....
Aug 28, 2021•31 min•Season 2Ep. 37
The second of our three part series on how to pick shares covers calculating a fair value. Additional resources from our episodes are available via our website: https://www.morningstar.com.au/credit/article/invetingcompass/214638 For any questions comments or feedback please email mark.lamonica1@morningstar.com Audio Producer and mixer: William Ton – www.willton.me Hosted on Acast. See acast.com/privacy for more information....
Aug 21, 2021•32 min•Season 2Ep. 36
The first of our three part series on how to pick shares covers finding great businesses. For any questions comments or feedback please email mark.lamonica1@morningstar.com Audio Producer and mixer: William Ton – www.willton.me Hosted on Acast. See acast.com/privacy for more information.
Aug 14, 2021•26 min•Season 2Ep. 35
We go through the factors to look out for in shares when trying to find sustainable income (and Shani finally gets her Drake lyrics into the episode title). If you're leaving a comment and rating to gain access to our conference, please email mark.lamonica1@morningstar.com so we are able to contact you. For any other comments, questions or suggestions please email mark.lamonica1@morningstar.com Audio Producer and mixer: William Ton – www.willton.me Hosted on Acast. See acast.com/privacy for more...
Aug 07, 2021•30 min•Season 2Ep. 34
Are you a balance sheet? Are you an income statement? Are you confused by the question? For any questions, comments or feedback please email mark.lamonica1@morningstar.com Audio Producer and mixer: William Ton – www.willton.me Hosted on Acast. See acast.com/privacy for more information.
Jul 31, 2021•22 min•Season 2Ep. 33
We walk through our mid-year portfolio review to see if we need second jobs or are ready to retire. For any questions, comments or feedback please email mark.lamonica1@morningstar.com Audio Producer and mixer: William Ton – www.willton.me Hosted on Acast. See acast.com/privacy for more information.
Jul 24, 2021•22 min•Season 2Ep. 32
We explore how to measure success as an investor and advantages you have over professional investors For any questions, comments or feedback please email mark.lamonica1@morningstar.com Audio Producer and mixer: William Ton – www.willton.me Terms and conditions for competition Entries close at 11:59am on the 31st of July 2021. Winners will be notified by email. This competition is being conducted by Morningstar Australasia Pty Ltd (ABN: 95 090 665 544) (“Morningstar”). Morningstar will select fiv...
Jul 17, 2021•29 min•Season 2Ep. 31
Part 2 of our exploration of why all investors need to pay attention to the impact of finfluencers For any questions, comments or feedback please email mark.lamonica1@morningstar.com Terms and conditions for competition Entries close at 11:59am on the 31st of July 2021. Winners will be notified by email. This competition is being conducted by Morningstar Australasia Pty Ltd (ABN: 95 090 665 544) (“Morningstar”). Morningstar will select five winners based on the most thoughtful reviews for the po...
Jul 10, 2021•26 min•Season 2Ep. 30
Why all investors need to pay attention to the impact of finfluencers. Part one of a two part series. For any questions, comments or feedback, please email mark.lamonica1@morningstar.com Terms and conditions for competition Entries close at 11:59am on the 31st of July 2021. Winners will be notified by email. This competition is being conducted by Morningstar Australasia Pty Ltd (ABN: 95 090 665 544) (“Morningstar”). Morningstar will select five winners based on the most thoughtful reviews for th...
Jul 09, 2021•25 min•Season 2Ep. 29
Index funds, or passive funds are low-cost investments that are professionally managed - but there's no stock picking. We dive into the types of indexes, and speak about where they have historically performed well and added value for investors. For any questions, comments or feedback, please email mark.lamonica1@morningstar.com Audio Producer and mixer: William Ton – www.willton.me Hosted on Acast. See acast.com/privacy for more information....
Jul 03, 2021•6 min•Season 2Ep. 11
The rising cost of advice has increased the amount of self-advised investors, and also the number of platforms trying to suit their needs and fighting for their funds. In this episode, we explore different micro-investing, broker and managed investment platforms, looking at the risks and trade offs for investors to consider. You can sign up for a free, four-week trial (no credit card required) of Morningstar Premium here: https://go.morningstar.com.au/investingcompass For any questions, comments...
Jun 26, 2021•34 min•Season 2Ep. 28
Sustainable investing is growing in popularity, yet there remains a lot of confusion on the topic. We tackle the different variations, break down whether it has impacted investment performance and the future of sustainable investing. You can sign up for a free, four-week trial (no credit card required) of Morningstar Premium here: https://go.morningstar.com.au/investingcompass For any questions, comments or feedback please email mark.lamonica1@morningstar.com Audio Producer and mixer: William To...
Jun 19, 2021•24 min•Season 2Ep. 27
Ever taken a Risk Tolerance Questionnaire? Thinking about risk in the wrong way can have profound impacts on your investing outcomes. You can sign up for a free, four-week trial (no credit card required) of Morningstar Premium here: https://go.morningstar.com.au/investingcompass For any questions, comments or feedback please email mark.lamonica1@morningstar.com Audio Producer and mixer: William Ton – www.willton.me Hosted on Acast. See acast.com/privacy for more information....
Jun 13, 2021•13 min•Season 2Ep. 26
We walk through considerations when deciding between active and passive strategies You can sign up for a free, four-week trial (no credit card required) of Morningstar Premium here: https://go.morningstar.com.au/investingcompass For any questions, comments or feedback please email mark.lamonica1@morningstar.com Audio Producer and mixer: William Ton – www.willton.me Hosted on Acast. See acast.com/privacy for more information....
Jun 05, 2021•21 min•Season 2Ep. 25
Thematic ETFs use compelling narratives to sell investments. We explore whether they are worth the hype. You can sign up for a free, four-week trial (no credit card required) of Morningstar Premium here: https://go.morningstar.com.au/investingcompass For any questions, comments or feedback please email mark.lamonica1@morningstar.com Audio Producer and mixer: William Ton – www.willton.me Hosted on Acast. See acast.com/privacy for more information....
May 29, 2021•23 min•Season 2Ep. 24
We tackle whether a compelling story makes a compelling investment. You can sign up for a free, four-week trial (no credit card required) of Morningstar Premium here: https://go.morningstar.com.au/investingcompass For any questions, comments or feedback please email mark.lamonica1@morningstar.com Audio Producer and mixer: William Ton – www.willton.me Hosted on Acast. See acast.com/privacy for more information....
May 22, 2021•20 min•Season 2Ep. 23
Consumer prices in the US surged in April this year by the most in any 12 month period since 2008. This episode covers what’s happening at the moment, how the market are reacting and how to find robust companies that can withstand inflationary changes, or have measures in place to protect them. For any questions, comments or feedback, please email mark.lamonica1@morningstar.com Audio Producer and mixer: William Ton – www.willton.me Hosted on Acast. See acast.com/privacy for more information....
May 18, 2021•20 min•Season 2Ep. 22
Jeremy Grantham recently said "Emerging markets in many ways are the growth that’s left in the system. They will guarantee to grow faster than the developed countries … they’re much cheaper, they haven’t been beat up, they don’t have as much speculative excess. They’re a respectable investment,”. In this episode, we explore the opportunity and risk of emerging markets, and whether they have a place in your portfolio. For any feedback, questions or comments please email mark.lamonica1@morningstar...
May 14, 2021•26 min•Season 2Ep. 21
We go through Mark's decision making process for how he has structured his portfolio to reach his goals. For any feedback, questions or comments please email mark.lamonica1@morningstar.com Audio Producer and mixer: William Ton – www.willton.me Hosted on Acast. See acast.com/privacy for more information.
May 09, 2021•28 min•Season 2Ep. 20
We explore why bonds are worth paying attention to. For any feedback, questions or comments please email mark.lamonica1@morningstar.com Audio Producer and mixer: William Ton – www.willton.me Hosted on Acast. See acast.com/privacy for more information.
May 02, 2021•28 min•Season 2Ep. 19
We explore the risks of the increasing popularity of passive investing. For any questions, comments or feedback, please email mark.lamonica1@morningstar.com Audio Producer and mixer: William Ton – www.willton.me Hosted on Acast. See acast.com/privacy for more information.
Apr 25, 2021•18 min•Season 2Ep. 18
